WS #10375
No material new market-moving developments have emerged in this window. The data dump is dominated by routine noise and sports betting. The Qatar Ras Laffan fire situation remains under control, and the US-Iran talks narrative is stable with no corroborated escalation. The Ukraine-Russia conflict continues with no new significant changes. Overall, the window is signal-poor with no actionable developments.
Topics
Key developments
- Ukraine strikes Tyumen oil refinery 2,000km inside Russia — ongoing deep-strike campaign
- CRH near $8B deal for Arcosa — corporate M&A
- German Defense Minister attributes Strait of Hormuz closure to Trump